Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. If Enhanced Profile User Interface is disabled: Select the name of the user. The first several fields you assign to an objects compact layout appear in the objects record highlights panel and in the expanded lookup card you see when you hover over a link in record details. Part 4: Create Groups Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. Thanks! We are using Person Accounts. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. The module I'm on isAdmin Beginner->Salesforce Mobile App Customization->, I finally figured it out -- turns out there was a checkbox from the PREVIOUS unit that I'd missed. i.e the field itself is not showing up ,let alone value. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Generating points along line with specifying the origin of point generation in QGIS, Two MacBook Pro with same model number (A1286) but different year, Ubuntu won't accept my choice of password. I click New to create a new layout. I had to convert number fields to text using the TEXT function. Create Compact Layouts. We are all about the community and sharing ideas. Select Read and Edit checkbox for the field they must have access with. Im going to create a compact layout for my Guest object in my Wedding app so that I can see the most important info at the top of each Guest record page. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. But what org type should you use for building and testing? Customize Record Highlights with Compact Layouts - Salesforce Step 2: In my Guest object, I scroll down to find compact layouts. Sign Up Have an account? So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile and you should be good to go! And dont forget that your users lose the ability to sort by a column if that column isnt independent. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. there is my new compact layout. Compact Layouts | Salesforce App Admin Guide | Salesforce Developers I beg to differ with it. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. looks like your Field Level Security (FLS) has not been setup correctly. long text area. In step 4 ensure that Event Layout is marked. This story will show how to hide unnecessary fields. When a user hovers over a lookup relationship field on the object record page, a highlights panel for that field displays the first five fields from the compact layout. Seriously, that . Why doesn't this short exact sequence of sheaves split? Theres not that much to see: Its a simple IF statement that returns one set of concatenated text and fields for the Attendance record type, and a different set otherwise. Step 5: See it in action. For example, below is a related list of the Grades custom object in an education org. rev2023.5.1.43405. Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. Even with a full-width list, its hard for users to scan all the way across. Move the required fields from Available to Selected. 4. looks like your Field Level Security (FLS) has not been setup correctly. Part 7: Create & Edit Profiles In the Salesforce mobile app, the fields that we assign to a compact layout appear in: Compact layouts support all field types except: We can access a mini page layout from the existing page layout. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. Click Save. "Existing Customer - Replacement", "Exist-Repl". In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. | In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. How a top-ranked engineering school reimagined CS curriculum (Ep. Click View on the object that must be modified. Find Object Management Settings. Now in the point 3, I got this error message: "The 'Showing Mobile Layout' compact layout does not appear set as the default layout for the 'Showing' record type." The fields in the highlights panel are customized using a compact layout. It isn't that your changes aren't being applied. Mini page layout help us to see the minimum required details to get an overview of a record, without going to the records detail page. When do you use in the accusative case? Customize the User Interface Unit | Salesforce Trailhead Fields Are Not Visible on a New Page Layout for Certain Users - Salesforce Seriously, thats it. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Learn in-demand skills that lead to top jobs with Trailhead. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. Were going to change that. Browse other questions tagged. | Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. 1.Create a new event compact layout with the label: Showing Mobile Layout 2.Add the following fields to the compact layout in this order: Subject, Start, Property, Name. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . These page layout elements arent supported in Lightning Experience. [], By Learn how she approached building her solution and her tips for developing admin skills. Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? Get status updates and tell . Heres an example of an opportunity record page. From Setup, click Object Manager. Then Set Field-Level Security and make sure it is visible to your profile. Maria wants to call attention to the most important fields on the object when her users view the audit records. Control User Access to Fields. What am I missing? Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. Go figure Why refined oil is cheaper than cold press oil? I did that and the field appeared and I added to the compact layout without a problem. Copyright 2000-2022 Salesforce, Inc. All rights reserved. A few moments' work and this version of the related list has all the details my users might need: How I solved it. One of the most exciting things about Lightning is that it helps your users find the information they need easier, with fewer clicks and a better UI. Paul. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. list view is below. No such column 'ABCD__c' on entity 'PAC__c'. Change). With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. :). Step 1: From Setup, I go into the object manager and select Guest Step 2: In my Guest object, I scroll down to find compact layouts. I solved this with a formula field that returns text. This is a podcast record in Classic. Solution Deployed. I got the answer from the link you shared that though Salesforce allows 10 fields to be added to the Compact layout, in the Highlights panel, we will be able to view only 7 fields. Compact Layouts. Learn Lightning: Compact Layouts - Salesforce Admins We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. As host of the Salesforce Admins Podcast, she has helped deliver 250+ interviews from admins, product experts, and community leaders to listeners around the globe. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . What compact layouts have you created in Lightning? When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. Notice that, in the screenshot, each row has about half of the columns empty. If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? Connect and share knowledge within a single location that is structured and easy to search. Added a field to compact layout, but it is missing in the highlights Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Its ok. Like a glass of lemonade on a warm summer day. Home Article Learn Lightning: Compact Layouts. New >> Enter the label >> Add the fields to the compact layout. Or, show stages, amounts, and ownership fields on an opportunity. Part 5: Create & Edit Objects By Example : In this case we will create a compact layout for the Contact object. Not sure how to continue. Thanks Sameer for your comment that was the right answer. Page Layouts. Here are a few more more tidbits about how compact layouts work. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Should have thought about it in first place ! I have a formula field which , when I'm pulling to page layout is not showing up at all. We'll check visibility by field, and then we'll check by profile, since depending on the situation, one way might be faster than another. xcolor: How to get the complementary color. For example, show phone numbers and regions on an account. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Then you find this field in the event compact layout settings as well. He has 9 Salesforce certifications. Hank Scurry The next topic in our Learn Lightning series is how you can use compact layouts in Lightning to bubble the most important information to the top of the page in Salesforce. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Enable Recurring Tasks. Removing a field from a page layout . And heres what that same account record looks like in the mobile app. When you change the compact layout for tasks in the activity timeline, you also impact the fields that show up in the highlights area on tasks, in tasks lists, and everywhere else the compact layout is used. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. This video shows how to modify the fields that display at the t. And since Compact Layouts tied directly to Salesforce1- which a small part of my user base was using- I focused on wins that drove adoption to the broader set of users. 3.Make the new compact layout the default for the Showing record type. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. Step 4: Now that Ive created my compact layout, I need to assign it as the default. Hello!! Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Considerations for Enabling User Control of Task Notifications. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Compact Layout Limitations and Considerations - Salesforce She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. Do you have an interesting idea or useful tip that you want to share? Compact and Mini Page Layouts in Salesforce Its now got even more information for each row than the original list view could display when I took a screenshot of the full-width view! HELLOSalesforce Thinkers, In our previous blog we learned aboutPage Layouts inSalesforce,In this blog we are going to learn aboutCompact and Mini Page Layouts in Salesforce. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. Are your users not able to see the fields you've . Home Article How I Solved This: Compact Custom Related List Details. The solution has been given byWolfgang Kampktter, Kindly closed this question and mark as solved, 1.Create a new event compact layout with the label:Showing Mobile Layout. A few moments work and this version of the related list has all the details my users might need: I solved this with a formula field that returns text. Salesforce Lightning 201-2: Adding Fields to the Compact Layout Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. Customize Record Details with Page Layouts - Salesforce Compact layouts control which fields users see in the highlights panel at the top of a record. Various trademarks held by their respective owners. Search for an answer or ask a question of the zone or Customer Support. What is the symbol (which looks similar to an equals sign) called? Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. Mostly because I was trying to keep the mountain of user requests manageable and those felt like the ultra detail and finer points I didnt have a chance to get to. Salesforce conditionally display fields based on value? Does a password policy with a restriction of repeated characters increase security? Compact Layout Limitations and Considerations. With Lighting your users dont have to search the page for relevant information- they get it at the top of the page, so they can consume it and continue on with their day. Never mind. I click on a guest record and voila! (LogOut/ Also , when I'm querying the field in a controller , it's saying : But in cases like my Grades example, where the list is compromised by the number of blank fields, its a marked improvement to add a formula field like this and it only takes a couple of minutes! Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Enter your email address to subscribe to this blog and receive notifications of new posts by email. April 6, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Paolo Sambrano solves an inefficient service desk experience using App Builder and Flow. Meanwhile, an Attendance record counts absences for the semester. First, let me remind you that you dont need to do this every time. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline. Check out the rest of the Learn Lightning series: Part 1: Setup A field is added to the compact layout, but it is missing in the highlights panel. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. I'm getting the exact same error. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. By I support showing only the absolute minimum number of fields when creating a new Salesforce record. You can see that the System Default compact layout is assigned as the primary compact layout right now. Customize Task List Actions. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. These are the fields that will appear at the very top of my Guest record page, so I pick the fields that are the most important to me and save it.
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